Plan Snapshot
- Plan Sponsor: Kimco Realty Corporation
- Sponsor EIN: 132744380
- Sponsor Address: 500 NORTH BROADWAY, SUITE #201, JERICHO, NY, 11753
- Plan Type: DB
- Plan Number: 002
- Total Participants: 0
- Total Assets: $2,952
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $2,952 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SWBC RETIREMENT PLAN SERVICES | Investment Advisor | $25,000 | — | $25,000 |
| CALVETTI FERGUSON LLC | Other Service Provider | $16,050 | — | $16,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,050
- Estimated Expense Ratio: 1390.583% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $55,542 | $20,000 | — | $16,050 | — |